See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,009 | $92,222+80.0% | $76,768+116.2% | $135,375+22.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 77.0%+17.5pp | 82.6%+11.8pp |
| Annual return | -4.14% | 5.46%-9.6pp | 2.43%-6.6pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,707 | $3,216-15.8% | $2,485+8.9% | $4,779-43.4% |
| Participant deferral / active EE | $2,646 | $4,509-41.3% | $3,852-31.3% | $5,609-52.8% |
| Admin fee / account holder | $4,741 | $10,748-55.9% | $6,675-29.0% | $10,827-56.2% |